SageGuard Financial Group LLC Invests $13.86 Million in Lockheed Martin Corporation $LMT

Key Points

• SageGuard Financial Group opened a new position in Lockheed Martin, buying 28,652 shares worth about $13.86 million, representing ~2.2% of its portfolio and the firm's 13th-largest holding.
• Lockheed Martin missed Q1 EPS at $5.80 versus $6.33 expected (a $0.53 shortfall) while revenue beat at $20.32 billion (up 9.1% year‑over‑year); Wall Street currently models about 29.95 EPS for the fiscal year.
• The company pays a quarterly dividend of $3.45 (annualized $13.80), yielding roughly 2.4% with a payout ratio near 64.2%.

SageGuard Financial Group LLC purchased a new position in Lockheed Martin Corporation (NYSE:LMT - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 28,652 shares of the aerospace company's stock, valued at approximately $13,858,000. Lockheed Martin accounts for approximately 2.2% of SageGuard Financial Group LLC's investment portfolio, making the stock its 13th largest position.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. United Financial Planning Group LLC bought a new position in shares of Lockheed Martin in the 3rd quarter worth about $25,000. Barnes Dennig Private Wealth Management LLC raised its position in shares of Lockheed Martin by 285.7% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 54 shares of the aerospace company's stock worth $27,000 after acquiring an additional 40 shares in the last quarter. Grey Fox Wealth Advisors LLC bought a new position in shares of Lockheed Martin in the 3rd quarter worth about $27,000. Beacon Financial Strategies CORP bought a new position in shares of Lockheed Martin in the 4th quarter worth about $34,000. Finally, Pilgrim Partners Asia Pte Ltd bought a new position in shares of Lockheed Martin in the 3rd quarter worth about $35,000. Institutional investors and hedge funds own 74.19% of the company's stock.

Lockheed Martin Price Performance

LMT stock opened at $580.39 on Tuesday. The stock has a market capitalization of $133.76 billion, a PE ratio of 27.01, a price-to-earnings-growth ratio of 1.06 and a beta of 0.23. The company's 50-day moving average is $635.88 and its 200-day moving average is $552.59. The company has a debt-to-equity ratio of 3.05, a current ratio of 1.09 and a quick ratio of 0.94. Lockheed Martin Corporation has a 1 year low of $410.11 and a 1 year high of $692.00.

Lockheed Martin (NYSE:LMT - Get Free Report) last released its quarterly earnings data on Thursday, January 29th. The aerospace company reported $5.80 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $6.33 by ($0.53). The company had revenue of $20.32 billion for the quarter, compared to the consensus estimate of $19.84 billion. Lockheed Martin had a return on equity of 108.53% and a net margin of 6.69%.Lockheed Martin's revenue for the quarter was up 9.1% compared to the same quarter last year. During the same period last year, the company earned $7.67 EPS. Equities research analysts expect that Lockheed Martin Corporation will post 29.95 EPS for the current fiscal year.

Lockheed Martin Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, March 27th. Stockholders of record on Monday, March 2nd were given a dividend of $3.45 per share. This represents a $13.80 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date of this dividend was Monday, March 2nd. Lockheed Martin's dividend payout ratio is presently 64.22%.

Lockheed Martin News Roundup

Here are the key news stories impacting Lockheed Martin this week:

• Positive Sentiment: The Motley Fool notes heightened investor focus ahead of Lockheed’s upcoming investor update and argues defense contractors like LMT are increasingly important amid rising geopolitical tensions, a supportive backdrop for longer-term demand. Should You Buy Lockheed Martin Stock Before the Investor Update?
• Positive Sentiment: Zacks highlights LMT as a top-ranked value stock, pointing to attractive valuation metrics for value-oriented investors—this can support demand from income/value funds. Lockheed Martin (LMT) is a Top-Ranked Value Stock: Should You Buy?
• Positive Sentiment: Zacks includes LMT in a list of non-tech wide-moat stocks, underscoring durable competitive advantages that attract defensive/quality investors. Buy 5 Non-Tech Wide Moat Stocks to Strengthen Your Portfolio
• Positive Sentiment: Jim Cramer publicly recommended LMT as a buy, saying management has handled increased government orders well and forecasting a potentially strong quarter—such endorsements can trigger retail buying. Jim Cramer on Lockheed Martin: “It’s a Buy Here, Even If There Is No More War”
• Positive Sentiment: Short interest in LMT reportedly fell about 14.6%, which reduces short-pressure and can be a near-term bullish technical factor. Short Interest in Lockheed Martin Corporation NYSE: LMT Declines By 14.6%
• Neutral Sentiment: Earlier Zacks coverage frames LMT as a mixed story before Q1: positive ESP, strong backlog and defense demand but an expected EPS decline—this nuance helps explain investor caution ahead of the print. Is LMT Stock a Smart Investment Option Before Q1 Earnings Release?
• Neutral Sentiment: Zacks also published a preview aggregating Wall Street’s expectations and key metrics to watch in the Q1 release—useful for traders positioning around guidance and margin/segment signals. Stay Ahead of the Game With Lockheed (LMT) Q1 Earnings: Wall Street's Insights on Key Metrics
• Neutral Sentiment: The Motley Fool/InsiderMonkey pieces comparing LMT to peers (e.g., Howmet) note strong 2025 revenue and sector tailwinds; they’re informational but not immediate catalysts. Defense Stock Face-Off: Lockheed Martin vs. Howmet Aerospace -- Which Is the Better Buy Right Now?
• Neutral Sentiment: Broader-market/sector stories (e.g., airline coverage and ETF pieces) may influence risk-on/risk-off flows but are not LMT-specific. Why LATAM Stock Could Beat Delta From Here

Wall Street Analyst Weigh In

Several research firms have recently weighed in on LMT. JPMorgan Chase & Co. lifted their price objective on Lockheed Martin from $515.00 to $680.00 and gave the stock a "neutral" rating in a research report on Friday, January 30th. Weiss Ratings raised shares of Lockheed Martin from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Monday, March 23rd. Susquehanna raised their price objective on shares of Lockheed Martin from $725.00 to $740.00 and gave the stock a "positive" rating in a research report on Wednesday, March 18th. The Goldman Sachs Group raised their price objective on shares of Lockheed Martin from $464.00 to $517.00 and gave the stock a "sell" rating in a research report on Monday, February 2nd. Finally, Truist Financial raised their price objective on shares of Lockheed Martin from $605.00 to $695.00 and gave the stock a "buy" rating in a research report on Friday, January 30th. Seven research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat.com, the stock presently has an average rating of "Hold" and an average price target of $645.79.

Lockheed Martin Company Profile

Lockheed Martin Corporation NYSE: LMT is a global aerospace and defense company that designs, develops and manufactures advanced technology systems for government and commercial customers. Formed through the 1995 merger of Lockheed Corporation and Martin Marietta, the company is headquartered in Bethesda, Maryland, and focuses on providing integrated solutions across air, space, land and sea domains. Its primary customers include the U.S. Department of Defense, NASA and allied governments around the world.

Lockheed Martin's product and service portfolio spans military aircraft, missile and fire-control systems, missile defense, space systems and satellite technologies, sensors and precision weapons.

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